LMRNX Mutual Fund

NAV$36.06

Returns Overview

1 Month
-1.39%
3 Months
+7.55%
6 Months
+2.37%
YTD
+2.55%
1 Year
+7.78%
3 Years (annualized)
+11.99%
5 Years (annualized)
+6.34%
10 Years (annualized)
+10.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMRNX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+2.55%
Peer Avg (YTD)
+5.87%
vs Peers
-3.32%

LMRNX Mutual Fund Performance

LMRNX performance across multiple time periods: 1-month -1.39%, YTD 2.55%, 1-year 7.78%, 3-year 11.99%, 5-year 6.34%, 10-year 10.31%.

LMRNX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

LMRNX performance comparison shows side-by-side returns with another fund. LMRNX alternatives are available in the Mutual Fund Screener.